MALLARD ADVISORS, LLC
Legal name: MALLARD ADVISORS
CRD #168795 SEC #801-113272 HOCKESSIN, DE 302-239-1654
SEC Registered
Total AUM
$172.2M
Discretionary
$172.2M
Employees
5
Clients
51
Accounts
433
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 4, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STARNES, WILLIAM, D. | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 4, 2022 REGISTERED
Notice Filings (3)
DE MD PA
Address
7234 LANCASTER PIKESUITE 220A
HOCKESSIN, DE 19707
United States
Phone: 302-239-1654